The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Hi Kris - no I haven't...Having worked on Nuvec...I mean't Nigel and co having worked on Nuvec for the past 18 months... GL
With the advancement of MRNA/DNA vaccines, such as Moderna and Pfizer, it has the potential to open the door for N4P (Nuvec). Why? - Moderna and Pfizer and the many other vaccination programs working on the MRNA/DNA solution use lipid based nano-particles as a carrier/delivery system. Whilst Lipid delivery system obviously performs well (95% success rates), it has its challenges. There are the well documented logistical challenges (high temperature storage) and challenges of side effects caused by the Lipids going into the body.
This is where Nuvec can challenge the current market leader. If they can prove:
- That they can deliver the vaccine at a high sucess (efficacy and efficiency)
- Cause minimal side effects (Nuvec in its white paper suggests the silica nano-particles leaves the body completely by 57 days)
- Easier to store ( solves a logistical issue)
- Can be produced quickly and at low marginal cost (making it commercially viable)
Whilst we consider the above, we have to keep in mind the competition. Nuvec will obviously have to contend with:
- Lipid based delivery system (currently leading)
- Traditional vaccines which can eat into the market of DNA/MRNA vaccines
- Other Novel/Proprietary vaccination techniques being developed (Open orphan for example)
Having worked on Nuvec for several years and collected data packagers, for N4P to succeed with Nuvec, this year is critical, Next 3/6 months will give us an indication as to the direction this company is heading. If they can get some success in the trials they are carrying out, and get a collaboration that will be the start of something (but it doesn't mean it will be a 300m company overnight). Also look forward to what additional product they can add, as this will only strengthen the company (but it is imperative, this is only done after Nuvec ie. Nuvec's success is imperative).
Soundlink - Fair enough, you also sound like a LTH and atleast know about the company. Anyway best of luck with 13p average, if (risk implied) n4p can delivery on any of its current work streams, I think you can make 25 to 50 percent ROI on the 13p, I hope we can make a good ROI short term and you don't have to consider about managing losses. Hopefully people understand that yes whilst the prospertus for N4p maybe good, there are still risks involved, so managing that is key. Anyway good luck Soundlink :) GLA
Darren you do realize you are a prick....
Evening, Crazy day today!
Let's hope we get some kind of update this month from Avion Pharma!
PS: lots of non-IMM chatter on this board. Is that normal across all other LSE boards? Would be helpful if we stuck to IMM related chats in here.
Cheers
For all the Covid stocks. NFX and other pharmas who are not just covid plays also got caught in it.
Red - yea fair enough. TBH, I read it wrong already. I was expecting them to appoint the new CEO fairly quickly after announcing the placing (as I assumed they would had someone lined up).
Agree that we all want a meaty update, but even a small progress update on things like inhaled formulation etc would help.
Soup - Let's hope you are right and they don't hold news.
Red - I am really really hoping that lockdown and Christmas slowdown does not impact NFX delivering some sort of news. Especially with the placing, the strategic update RNS and very little progress this year, it's fair to say that LTHs here deserve some sort of update or updates before end of year.
Hi Soup - Yes agree - multiple sellers. I believe the first two would be sellers, but not sure about DG.
Alan Chorlton 29,712,941 5.79%
Dave Tapolczay 23,150,000 4.5%
Dr D J Gooding 37,500,000 7.3%
Afternoon, I don't want to second guess NFX, but I feel like we will not get an RNS (a positive price sensitive one) until this seller is out. Almost all the rises over the last few weeks have been met with blocks of 100k to 150k sells.
How do other people feel about this? Is it that the the seller has to sell before any news and anticipated any significant price rise?
Ganners - agree on your points. Also re Nxp002, would love to also know what happened with the inhaled formulation of the drug (and how far did they progress with that), as that wasn't really mentioned in the strategic update. I for one hope they answer all of those in a nice solid RNS and hopefully this month! (would be nice!)
Fingers crossed for us all for some positive news from Dr. C Blackwell
Another slightly older article, https://www.google.com/amp/s/www.bbc.com/news/amp/health-53065340
...
Future treatment
Lung fibrosis cannot be cured because scarring in the lung tissue is permanent. But new drugs can slow down the progression of the disease and even stop it completely if detected in time.
"We now need to understand how big the problem is and when we should intervene with treatment," said Prof Gisli Jenkins, of the National Institute for Health Research, who is running assessment clinics for those discharged from hospital with Covid-19.
Prof Jenkins, who is based in Nottingham, said: "My real concern is that never before in our lifetime have so many people been subject to the same lung injury at the same time."
NHS England has said it is planning to open a number of specialist Covid-19 rehabilitation centres to help patients recover from long-term effects, including possible lung damage.
Evening all, Found this article, thought I would share. https://www.runcornandwidnesworld.co.uk/news/18834912.runcorn-woman-leads-lung-disease-campaign-tragic-death-dad/
....
Prof Gisli Jenkins said: “Pulmonary Fibrosis and Covid-19 have shared mechanisms in respect of cell injury and failures in lung repair.”
Chair of APF Steven Jones said: “As we face a potential surge of pulmonary fibrosis patients as a result of coronavirus it is more important than ever that anti-fibrotic drugs can be prescribed as soon as people are diagnosed.”
Nolupus - Unfortunately, we can't be in them all for LT holds. I sold up here to take LT positions in stocks in other sectors - a. to maintain my expected rate of return and b. I didn't want an over-weighted PF towards Pharmas or any sector for that matter.
This doesn't make IMM bad. Anyway good luck here, hope we all make some healthy returns here.
Cheers
Afternoon all - haven't commented on here for a while, as I just follow the updates on telegram. My opinion is most of the shares are in sticky hands now as people hold this for LT. I know I am holding for LT certainly. Let's see what remaining of Q4 and Q1 2021 has in store in terms of news. GLA
Thanks guys. much appreciated. For me it was supposed to be one of the S/T trades which has become a L/T hold now (I know cardinal sin!). IMM is a very good company with great potential, but in this instance I was looking for a trade as a short/term. Cheers for the notes and will see what November brings. :)
Afternoon all - I used to be a LT holder in IMM a couple of years back, but sold out last year. Got back in it recently on the anticipation of the FDA news, unfortunately got the timing wrong. Is anyone one of you who is closely following the IMM (more than i am these days) able to advise on timelines (rough estimates)? Thanks
Scary- I agree with you, we would hope that people wouldn't buy just on rumours. But it does happen more than we think it does. We live in the age of fake news and mis-information so I guess it is better to be careful.
Afternoon,
Chatter about a certain individual (I wouldn't name) on telegram groups. Seems as if we cannot take his/her word about rumours seriously. The fact of the matter is NFX is run by a different BOD and these guys are not going to leak anything. So I would request any new PIs if you see anyone talk about rumours on here, it simply isn't true.
As holders, all we can do is take the old published RNS documents at its face value and anticipate what is to come. But none of us actually know when. So we have to be patient.
Hi all, Some interesting points about the holdings guys. Has any of the really LT holders tried to contact the company to clarify these points? As you all have said, thought it was standard practice to list all holders over a certain % (which i thought was 3%)? might be wrong though.